LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
979
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$24.4M
3
+$21.8M
4
AMZN icon
Amazon
AMZN
+$14.5M
5
IQV icon
IQVIA
IQV
+$8.35M

Top Sells

1
+$44.3M
2
+$19.9M
3
+$17.4M
4
ADP icon
Automatic Data Processing
ADP
+$8.18M
5
JKHY icon
Jack Henry & Associates
JKHY
+$7.29M

Sector Composition

1 Technology 35.46%
2 Healthcare 19.25%
3 Financials 11.93%
4 Consumer Discretionary 10.44%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$42K ﹤0.01%
480
477
$41K ﹤0.01%
421
+166
478
$41K ﹤0.01%
567
479
$40K ﹤0.01%
487
+262
480
$39K ﹤0.01%
+539
481
$38K ﹤0.01%
334
482
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300
483
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500
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485
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768
486
$35K ﹤0.01%
240
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487
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223
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488
$35K ﹤0.01%
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489
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490
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491
$32K ﹤0.01%
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-40
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$32K ﹤0.01%
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494
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495
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100
498
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499
$29K ﹤0.01%
2,000
500
$29K ﹤0.01%
+97
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